Susan can review your QuickBooks data and identify any deductions or corrections before your S Corp return is filed.
Popular
ET
ETrade
FID
Fidelity
RH
Robinhood
TDA
TD Ameritrade
PP
PayPal
AMZ
Amazon Seller
EB
eBay
STR
Stripe
SHP
Shopify
VAN
Vanguard
Drop W-2s, 1099s, K-1s here or browse
PDF, JPG, PNG up to 25 MB
3 documents uploaded
W-2 (1)1099-NEC (1)K-1 (1)
2 of 3 analyzed1 processing
Next step: Expert review
3 documents
2 analyzed · 1 processing · expert review queued
W-2 / Wages
W-2_2025_Acme.pdf
✓ Ready124 KB
$89,500
Wages from Acme Design Co. · Federal withheld: $14,320 · State: $4,475
Employer EIN confirmed · Matches QB payroll records
1099 / Other Income
1099-NEC_Contractor.pdf
⚠ 1 question88 KB
$24,300
Non-employee compensation from Blue Sky Design
Susan flagged: confirm whether this should be reported as S Corp income or personal freelance — affects SE tax treatment
K-1 / Partnership
K-1_Vanguard_2025.pdf
◌ Analyzing62 KB
—
Extracting Schedule K-1 fields · Vanguard partnership income · Est. complete in ~1 min
1099 / Investment Income
1099-DIV_Fidelity_2026.pdf
✓ Ready96 KB
$1,240
Dividend income from Fidelity · Qualified dividends confirmed
1099-B_ETrade_2026.pdf
⚠ Needs review142 KB
$8,400
Capital gains from E*Trade · Wash sale rule may apply — Susan flagged for review
Business Receipts
Receipts_Q1_2027.zip
✓ Ready14 receipts · 2.1 MB
$4,182
Q1 business expenses · Equipment, software, meals categorized
Receipts_Q2_2027.zip
⚠ Needs review9 receipts · 1.4 MB
$2,845
Q2 expenses · 2 receipts missing merchant info — Susan flagged
Vendor W-9s
W9_Pack_Adobe_Zoom_Vercel_Figma.pdf
✓ Ready204 KB
—
4 vendor W-9s on file · EINs verified · Required for 1099-NEC reporting
Bank Statements
BofA_Statements_Jan-Jun_2027.pdf
✓ Ready318 KB
$21,430
6 months of BofA business checking · reconciled with QB transactions
Chase_Statements_Jan-Jun_2027.pdf
✓ Ready241 KB
$9,815
6 months of Chase business checking · reconciled with QB transactions
Schedule C / P&L
PnL_Draft_Q1Q2_2027.pdf
✓ Ready87 KB
$35,480
Net income H1 2027 · Generated from QuickBooks · Susan reviewed
Prep
Review
Ready to File
Filed
Year Round
2026 Tax Year
Total taxes due$4,187
Federal$3,387
State: California$800
Return submitted 4/10/2026 · accepted by IRS 4/13/2026.
2027 Tax Year Strategy
Q2 estimated tax due June 15
$3,840 · 34 days away
3 new tax laws may affect you
Home office deduction, S Corp updates
Any business changes this year?
New hire, entity update, or big purchase
Actions Needed
4
Q2 Estimated Tax
$3,840
Due June 15 · Susan recommends paying now to avoid underpayment penalty.
📅 Susan recommended · Federal + California
Malucchi's Ranch
$500
Susan needs to know if this dinner is a business meal or personal expense before finalizing deductions.
🔍 Susan flagged · Meals & Entertainment
B&H Photo
$2,400
New vendor — camera equipment purchase. Confirm this is a deductible business expense.
🔍 Susan flagged · Equipment & Hardware
Figma
$576
Annual subscription renewed at $576 — up from $144. Confirm the plan upgrade before Susan categorizes it.
🔍 Susan flagged · Software / Annual Subscription
Q2 payment confirmed
Susan confirmed $3,840 · due June 15
Coming up
Q2 Estimated Tax
June 15, 2026
35 days
K-1 from Vanguard expected
June 30, 2026
50 days
Expert check-in recommended
August 1, 2026
82 days
Q3 Estimated Tax + S Corp extension
September 15, 2026
127 days
Connected Accounts
All accounts active · Last synced 2h ago
3 financial institutions · 3 apps connected
SL
Susan Larsen
Available now
Mon–Fri · 9am–6pm PT
19
years exp.
★4.9
372 reviews
847
returns filed
CPAEAS CorpSole PropSmall BusinessCalifornia
With your business
Upcoming
First conversation scheduled
Thu, May 15 · 9:00 AM · 30 min video call
Your activity with Susan will appear here as your return progresses.
May 14, 2026 · Today
Return filed ✓
Federal + CA 2025 returns submitted. Estimated refund $8,420. IRS confirmation expected in 21 days.
May 14, 2026 · Today
Review complete — ready to file
All 3 flagged items resolved. Susan has approved your 2025 return for filing.
May 13, 2026 · Yesterday
2025 tax review started
Susan began reviewing your return. 3 items flagged for your input — income classification, equipment deduction, home office.
May 12, 2026 · 3 days ago
Reviewed Q1 books
Flagged a missed home office deduction — estimated $1,200 in additional savings for 2027.
Apr 13, 2026
2025 return accepted by IRS
Federal + CA filed. Total taxes owed: $4,187. Refund of $1,240 applied to 2026 estimates.
Mar 15, 2026
Q1 estimated payment confirmed
$3,840 Federal · $960 CA. Susan verified amounts match YTD income.
Feb 3, 2026
S Corp salary structure reviewed
Aligned W-2 salary to IRS safe harbor (60/40 rule). Updated distribution schedule to reduce self-employment tax exposure.
Jan 8, 2026
Year-end planning session
Identified $4,320 in additional deductions. Recommended Section 179 timing for equipment purchases before Dec 31.
SL
Susan Larsen · CPA · EA
30-min intro call · Video or phone
Select a date
THU15
FRI16
SAT17
SUN18
MON19
TUE20
Select a time
Select a method
Meeting confirmed!
Thu, May 15 · 9:00 AM with Susan
Calendar invite sent · 30 min video call
What happens next
First conversation scheduled
No prep needed — just come with your questions.
Tax handoff in progress
Susan will review your synced files before the meeting — she'll be ready to talk tax-saving strategies.
Prep
Review
Ready to File
Filed
Year Round
Ready to File
Expert approved · All items resolved
$8,420
Estimated federal refund
What You're Filing
Business return (S Corp)
Form 1120-S · Federal
Complete ✓
Personal return
Form 1040 · Federal
Complete ✓
State return
California · FTB
Complete ✓
SL
Susan Larsen · CPA, EA
Everything checks out. Your home office deduction and vehicle expenses are fully documented and defensible. I recommend filing today to get your federal refund started.
By filing you confirm the information in your return is accurate and complete to the best of your knowledge.
Prep
Review
Ready to File
Filed
Year Round
2026 Tax Year · Filed
✓ Accepted
Federal refund$8,420
Federal taxes paid$3,387
State: California paid$800
Filed May 14, 2026 · IRS Confirmation IRS-2026-8472951 · Refund arriving in 7–21 days.
Track Refund Status
Currently processing · Est. May 18–21
Filed
Processing
Approved
Deposited
Return Filed
Received by IRS
May 14, 2026
IRS Processing
Your return is being reviewed
May 14–17
Refund Approved
IRS will issue refund
Est. May 18–21
Direct Deposit
Chase ••••4829
Est. May 21–28
Expected federal refund
$8,420
Download Tax Return
2026 S Corp · PDF
Prep
Review
Ready to File
Filed
Year Round
2026 Tax Year · In Review
Estimated tax due$4,187
Federal$3,387
State: California$800
Expert review in progress · Meeting with Susan on May 15.
Return completion78%
Started Mar 1Meeting May 15
Pending Your Approval
3
Adobe Inc.
$1,200.00
Invoice #4821 is 3× your usual charge ($399). Susan flagged this as an unusually large software expense — please confirm this is a legitimate annual upgrade before she includes it in your deductions.
🔍 Susan flagged · Software / Annual Subscription
Zoom Video Communications
$289.90
Your recurring Zoom charge increased from $149.90. Susan detected a new billing tier and wants to confirm this is intentional before categorizing it as a deductible operating expense.
🔍 Susan flagged · Software / Monthly Subscription
Vercel Inc.
$420.00
First-time vendor with no prior transaction history. Susan categorized this as Software / Infrastructure but wants your confirmation before finalizing it as a business expense deduction.
EAS CorpLLCFreelanceCreative agenciesCaliforniaEnglishMandarin
Why clients choose Maria
Creative industry specialist
Agencies, studios, and design businesses
LLC to S Corp conversions
Helps businesses optimize entity structure
Bilingual (English / Mandarin)
Serves Mandarin-speaking business owners
Q2 Estimated Tax
Federal estimated payments are due quarterly. Missing a payment incurs a penalty of ~0.5% per month.
Payment due
$3,840
June 15, 2026 · 34 days away · IRS Form 1040-ES
CA estimated payment
$960
June 15, 2026 · FTB Form 540-ES
Year-to-date payments
Q1Paid Mar 15✓ $3,840
Q2Due Jun 15Pending
Q3Due Sep 15—
Q4Due Jan 15—
Want Susan to confirm this payment amount or check if you can reduce it using the annualized income method?
New Tax Laws
3 recent changes may affect your 2027 return. Susan reviewed each one against your business profile.
Tax Law · Home Office
Home Office Deduction — Simplified Method Update
✓ Reviewed by Susan Larsen
IRS increased the simplified method rate to $7/sq ft (up from $5). Based on your 180 sq ft workspace, this could raise your home office deduction from $900 to $1,260 — an extra $360.
IRS memo clarified the 60/40 salary-to-distribution split. Your current compensation structure is compliant, but Susan recommends a mid-year review as your revenue has grown 22% YTD.
The 2026 Section 179 limit is $1.22M (up from $1.16M). If you're planning hardware or equipment purchases, timing before year-end may allow full immediate expensing rather than depreciation.